DFA Tax-Managed US Marketwide Value II shares owned by Quadcap Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Quadcap Wealth Management
from 13F filings
Historical chart of Quadcap Wealth Management investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Quadcap Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Quadcap Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 33k | 44.69 |
| 2025-06-30 | $1.4M | 33k | 42.28 |
| 2025-03-31 | $1.4M | 33k | 41.21 |
| 2024-12-31 | $1.3M | 33k | 40.92 |
| 2024-09-30 | $1.2M | 28k | 41.69 |
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